HARVEY PARTNERS, LLC
Firm details
- Headquarters
- TARRYTOWN, New York
- CRD number
- 160681
- Registered since
- March 30, 2012
- Website
- www.harveypartners.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans87.48%
- Pooled Investment Vehicles11.68%
- HNWI0.84%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harvey Partners, LLC is an SEC-registered, privately owned investment manager organized as an LLC that operates in a hedge fund capacity and also functions as a commodity pool operator/commodity trading advisor. The firm provides portfolio management for pooled vehicles and for business or institutional clients, and serves both individual/family and institutional investors. Its compensation structure combines a percentage-of-assets fee with performance-based fees, consistent with hedge-fund style arrangements. Harvey Partners is not positioned as a multi-state adviser or an ESG-focused allocator according to its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
3 of 3JEFFREY MOSKOWITZ
Chief Risk Officer, Co-FounderCRD 1058165
ANTHONY CIMINI
CFO & CCOCRD 6024714
JAMES SCHWARTZ
Co-Founder and CIOCRD 4375252
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$8.5M in ETFs
100%
$8.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.5M | 13,000 | 100.00% |
Location
TARRYTOWN, NY
WESTCHESTER
Location
TARRYTOWN, NY
Headquartered in TARRYTOWN, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- WESTCHESTER
- Address
- 120 White Plains Rd
- Time zone
- ET (UTC-5)
- Office locations
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